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NEIRG Wealth Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

NEIRG Wealth Management’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-428,121
Closed -$43.1M – 103
2023
Q2 		$43.1M Sell
428,121
-28,266
-6% -$2.84M 7.94% 1
2023
Q1 		$45.9M Buy
+456,387
New +$45.8M 7.95% 1

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NEIRG Wealth Management's SGOV Position: Q3 2023 in Review

NEIRG Wealth Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q3 2023, closing a stake of 428,121 shares — an estimated $43.1M sold.

NEIRG Wealth Management first reported a position in SGOV in Q1 2023 and held it in 2 quarters. The position peaked at $45.9M in Q1 2023. 504 funds tracked by Wall St. Rank hold SGOV as of Q3 2023.

  • NEIRG Wealth Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 428,121 iShares 0-3 Month Treasury Bond ETF shares in Q3 2023, an estimated $43.1M.
  • NEIRG Wealth Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • NEIRG Wealth Management's iShares 0-3 Month Treasury Bond ETF position peaked at $45.9M in Q1 2023.
  • 504 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.